Kanakku White-Label Client Onboarding (Delivery)

Kanakku White-Label Client Onboarding (Delivery)

1. 01

   Deploy the self-hosted Kanakku instance on your server via Docker and PostgreSQL

   Ensure you have the full source code from the CodeCanyon purchase ($69 one-time) to maintain control over customization and client data isolation.

2. 02

   Create a new client workspace in the admin panel

   Navigate to the user management section to add a new client account, setting permissions for their staff to access only their own invoicing and accounting modules.

3. 03

   Configure white-label branding for the client

   Upload the client's logo and customize invoice templates, quotations, and email notifications to reflect their brand, removing any Kanakku references.

4. 04

   Set up the chart of accounts and tax rules

   Based on the client's jurisdiction, configure GST or multi-currency reporting and enable the appropriate accounting packs to ensure compliance from day one.

5. 05

   Integrate payment gateways using bring-your-own-keys

   In the payment settings, connect the client's Stripe or Razorpay account so that invoice payments flow directly to their bank, not yours.

6. 06

   Enable inventory management and document extraction

   If the client sells products, turn on inventory with FIFO/WACA valuation and activate AI-powered document extraction to automate expense entry from receipts.

7. 07

   Train the client's team on invoice creation and reporting

   Walk them through creating invoices, sending quotations, and generating multi-currency reports, emphasizing the WhatsApp CRM feature for client communication.

8. 08

   Hand off with a documented runbook and support SLA

   Provide a custom operating manual covering daily tasks and your agency's support hours, ensuring the client knows how to escalate issues and request new features.